50 Quotes by David Joy

Part of the reason we see inflation rising next year is the dollar. Clearly, there is upward pressure on prices because of the falling dollar.

Some of the tax proposals that are part of the Democratic platform do call for the rollback of dividend tax cuts. That has a direct impact on the stock market.

It doesn't take a lot of money moving into these stocks to move them higher. But valuations will put a cap on how far things will go.

We'll see if Goldman can keep that string going.

Both candidates seem to be proposing roughly equal deficits over time. Both plan on cutting it in half but doing it by growing the economy as opposed to lowering the dollar amount.

Bonds clearly got a boost from the flight to safety. But looming on the horizon are the consumer and producer price reports and the CPI is going to be the most important,

The trade deficit will be couched in terms of outsourcing. If you look at trade itself, it doesn't capture a lot of attention until it spills into the question of losing jobs overseas,

Things are stabilizing but there is still not a change that would suggest a major new spending cycle in tech.

Protectionism plays well if you can tie it to outsourcing and jobs.